One of the first steps in the investment proposal process is setting up and running a Proposal Discussion Meeting. When you create the investment proposal, you can add a discussion meeting link.

This meeting is an opportunity for interested members to ask you questions and for you to clarify any additional details about the proposal and upcoming expectations and deadlines.

🗣 Template agenda and discussion points:

We suggest you ask members to review the proposal and come prepared with questions. Suggested meeting time: 30min - 1h

  1. Walk through proposal qualitative details
    1. Point out unique traits about the deal
    2. Leave time for questions
  2. Walk through proposal financial details
    1. Share financials
    2. Confirm investment strategy
    3. Leave time for questions
  3. Reserve capital confirmation
  4. Financing options
    1. Share loan confirmations or discuss available options
  5. Property management options (if applicable)
  6. Exit strategy options
    1. Set a maximum hold period, and a time to check-in and re-evaluate hold & sell options
  7. Frequency of partnership check-ins
    1. Determine how often group members are comfortable checking-in
  8. Confirm next steps
    1. Once this call ends, the proposal will officially launch
    2. Members must put down a deposit in order to secure their spot
    3. Share the Operating Agreement Guide with members - once the property is under contract, the group will need to finalize the Agreement